+16.3%
FIX vs UPRO
+19.0%
-2.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -1.9% |
| 7D | +17.0% | +9.7% | +7.3% | +8.6% |
| 30D | -30.6% | -9.8% | -20.8% | -24.5% |
| 3M | -35.0% | -9.1% | -25.9% | -30.0% |
| 6M | -44.0% | +0.9% | -44.9% | -45.3% |
| YTD | +21.1% | +21.9% | -0.7% | -1.3% |
| 1Y | +16.3% | +19.8% | -3.5% | -3.5% |
| All | +16.3% | +19.0% | -2.7% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UPRO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling